Filed February 2, 2015
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,232 | $103,038-48.3% | $90,324-41.1% | $152,909-65.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.91% | 95.25%-69.3pp | 78.15%-52.2pp | 345.46%-319.6pp |
| Employer contribution / active EE | $4,430 | $3,141+41.0% | $2,856+55.1% | $4,764-7.0% |
| Participant deferral / active EE | $10,758 | $4,282+151.2% | $3,885+176.9% | $5,851+83.8% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |